Filed July 28, 2012 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $17,025 |
PENSION ASSURANCE LLP3 years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 13 · EIN 85-0402842 6201 UPTOWN BLVD NE, STE 100 · ALBUQUERQUE, NM 87110 | Contract Administrator | $11,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,093 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,847 |
Service code 27 3355 COCHRAN ST. #101 · SIMI VALLEY, CA 93063 | Advisory (Plan) | $4,531 |
TD AMERITRADE, INC.1 year Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Employee (plan sponsor); Securities b... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,458 | $64,176-21.4% | $112,249-55.0% | $66,938-24.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -12.46% | -13.80%+1.3pp | 27.48%-39.9pp | 1.58%-14.0pp |
| Employer contribution / active EE | $6,983 | $3,007+132.2% | $3,636+92.1% | $2,545+174.4% |
| Participant deferral / active EE | $2,480 | $3,694-32.8% | $4,729-47.6% | $4,238-41.5% |
| Admin fee / account holder | $110 | $626-82.5% | $6,412-98.3% | $594-81.5% |